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Blake Steele

Wealth Manager

Blake serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.

Prior to joining Creative Planning, Blake was a Financial Advisor at national investment advisory firm, specializing in high-net worth clientele, with a focus on portfolio construction, asset protection, as well as financial plan creation and implementation.

Blake earned his Bachelor’s degree from the University of Missouri-Columbia. He enjoys his time spent serving clients, but also loves traveling, reading, volunteering in his community and spending time with family and close friends.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021